We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business

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About Us

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Dedicated to working closely with our clients to help them achieve their financial goals.

Based in Ayrshire; Goldstone Wealth Management work in partnership with our clients to develop, implement and manage a strategic plan to help achieve their lifetime financial goals.

engaeWe are committed to providing the best possible advice, service and support. We know that when dealing with a financial planner, individuals are looking for high quality, impartial advice and the peace of mind that their adviser and support team are accessible, communicate with them regularly and understand their circumstances. These represent our core values.

Our Commitment to You

In any successful partnership, everyone must understand their contribution and responsibilities. We take this very seriously and have developed our service proposition around four ‘promises’:

Engage  We promise to spend time with you, listen and learn about you, your objectives and your lifetime goals.

Simplify  We promise to help you understand in simple terms where you are financially and where you want to go.

Guide  We promise to help you build a strategic plan to help reduce uncertainty around your financial future.

Review  We promise to regularly review your strategic plan, so you remain informed and in control.


At Goldstone Wealth Management we use the latest technology, in research and client management, to help support us to support you and deliver on these commitments.

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